Receiptso gives your practice one place to collect, review and post client receipts — and gives your clients an app that looks like it came from you.
Open one screen and see what is waiting on you across every client — receipts to review, flagged items and unread client messages.
Overview, receipts, ledger, reports, documents, messages and tasks, scoped to that client and their business. Nothing from another client ever appears.
Permanent conversation history, document requests and tasks live in the client's workspace. Nothing gets buried in an inbox.
Assign staff to the clients they handle. Opening one client never reveals another, and every change is written to an audit trail.
Roll every business a client owns into one report, or drill into a single entity, and export CSV or letterhead PDF on your firm's header.
Clients connect by entering your firm's ID, or you invite them by email and they are linked the moment they sign up.
White-label branding is included free once you reach 25 clients, and available on smaller plans for a one-time $99.00.
Your clients sign in at receiptso.com/portal/your-firm — your logo, your colours, your welcome message, your support email. No Receiptso branding anywhere.
Point a domain like app.yourfirm.com at your portal and we verify it for you. Clients never see a third-party name.
Invitation emails go out with your logo, brand colour and support address, and send clients straight into your portal.
When a client saves the portal to their home screen, it installs with your firm's name, icon and colour.
One credit connects one client. Your whole roster is billed at the rate for your bracket.
They receive your branded invitation and set up an account in a couple of minutes.
Sponsored clients get a full business account at no cost to them — you cover it.
You can also spend a credit on your own firm's bookkeeping and switch between Firm Portal and My Books whenever you like.
Move the slider to your client count. Each client you pay for gets a full Receiptso account, free to them.